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William B. Bruder

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CRD#: 33504
WB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Beard Bruder, who also goes by Bill Bruder, was a registered financial advisor .

William is a previously registered financial advisor and started their career in finance in 1974. William had worked at 13 firms and has passed the Series 65, Series 63, Series 1 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Bruder

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 15, 2002 - June 9, 2004

CONNECTICUT INVESTMENT MANAGEMENT INC

RIA
CRD#: 110462
CENTERBROOK, CT
Past

April 4, 1997 - May 21, 1997

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

April 19, 1996 - May 10, 1996

CAPITAL INTERNATIONAL SECURITIES GROUP, INC.

BD
CRD#: 29771
MIAMI, FL
Past

January 5, 1994 - February 1, 1995

CAPITAL INTERNATIONAL SECURITIES GROUP, INC.

BD
CRD#: 29771
MIAMI, FL
Past

June 23, 1993 - October 14, 1993

MCLEOD & COMPANY, INC.

BD
CRD#: 23885
Past

May 1, 1991 - May 14, 1993

JW GENESIS CLEARING CORP.

BD
CRD#: 6631
BOCA RATON, FL
Past

October 4, 1989 - April 26, 1991

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
OLD GREENWICH, CT
Past

July 15, 1982 - September 5, 1989

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

April 26, 1979 - July 20, 1982

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

January 18, 1978 - May 10, 1979

LOEB PARTNERS

BD
CRD#: 7534
Past

January 4, 1977 - January 18, 1978

LOEB RHOADES & CO. INC.

BD
CRD#: 7502
Past

October 6, 1975 - January 4, 1977

LOEB, RHOADES & CO. INC.

BD
CRD#: 525
Past

April 21, 1975 - November 10, 1975

EDWARDS & HANLY

BD
CRD#: 6554
Past

July 23, 1974 - May 12, 1975

REYNOLDS SECURITIES, INC.

BD
CRD#: 712

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/30/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 7/22/1974
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 6/29/1984
General Securities Sales Supervisor Examination (Options Module & General Module)

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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